US (Global) Webcast
DOL Developments and Updates
3:00 PM-4:30 PM ET
Free to International Foundation and ISCEBS members
Unveiled in April 2024, the new Retirement Security Rule will require all advisors who are working with retirement savings options—including 401(k) retirement plans, qualified plan rollovers and annuities—to follow a fiduciary standard. What does this mean and how is it impacting fiduciaries?
This webcast will cover:
- The new definition of fiduciary
- Investor definitions and exempted conversations
- Compliance and disclosure timing.
This webcast will also discuss the Secure 2.0 Act’s lost and found database and possible finalized changes to the Voluntary Fiduciary Correction Program.
Speakers
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